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Premier Ethical C Inc

Ranked 194 out of 249 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Chris Wright

Chris Wright joined Premier Asset Management in 2008 and is the fund manager of the Premier Optimum Income Fund and Premier Ethical fund. He joined Premier from Thames River Capital. He has over 30 years of investment experience and is a member of the UK Society of Investment Professionals.

Objective

The Fund aims to achieve capital growth over the long term. The Funds investment policy is to invest in companies which meet defined ethical criteria predominately in the UK. The Fund has an independent Committee of Reference, which meets regularly to discuss research on issues relating to the ethical criteria. The Investment Adviser will: (a) Seek to invest in companies which benefit the community in which they operate or the environment in general; (b) Avoid investing in companies with any significant involvement in gambling, the arms trade or any other activities considered to have an adverse overall effect on health, the environment or human dignity.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2016 - 31/03/2017
  • Rank 194/249 Total Return
  • Rank 234/249 Standard Deviation
  • Rank 241/249 Max Drawdown
Fund Name Currency Risk
232 TB Saracen UK Alpha Acc GBP

15.4

233 Sanlam FOUR Active UK Equity A GBP GBP

15.6

234 Premier Ethical C Inc GBP

15.6

235 MFM Slater Growth Fund GBP

15.7

236 Unicorn UK Growth A Income GBP

16.1

236 Phoenix UK A GBP

16.1

Fund Name Currency Loss
239 Standard Life Inv UK Opportunities Ret Acc GBP

-10.8%

240 Phoenix UK A GBP

-10.8%

241 Premier Ethical C Inc GBP

-10.9%

242 Barclays UK Lower Cap A Dist GBP

-11.0%

243 Old Mutual Equity 1 A GBP GBP

-11.6%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.0%
2016 4.0% -4.1% -8.6% 14.2% 3.9%
2015 14.4% 7.3% 2.8% -3.0% 6.9%
2014 6.3% 5.1% -3.4% 2.4% 2.2%
2013 37.7% 11.9% 2.5% 7.8% 11.3%
2012 24.9% 12.7% -5.4% 8.3% 8.2%
2011 -5.6% 0.5% 2.5% -13.6% 6.1%
2010 11.9% 3.7% -7.4% 11.1% 4.9%
2009 21.9% -9.1% 9.5% 19.7% 2.3%
2008 -26.8% -8.8% -4.1% -7.2% -9.9%
2007 1.6% 4.0% 1.2% -3.8% 0.4%
2006 19.7% 7.4% -1.9% 5.1% 8.1%
2005 18.6% 1.9% 3.6% 6.6% 5.4%
2004 15.2% 2.9% 2.5% 1.7% 7.4%
2003 20.7% -7.7% 17.2% 4.8% 6.5%
2002 -24.8% 0.4% -12.8% -17.3% 3.8%
2001 -14.3% -9.3% 0.8% -18.6% 15.1%
2000 -3.5% -0.1% -3.8% 4.1% -3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/04/2000
  • Share Class size67Mn
  • Base currencyGBP
  • ISIN GB0004073002

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment250,000

Charges

  • Annual management0.75%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).